FINRA Licensed Service Associate - Pasadena California

Company: VirtualVocations
Location: Pasadena, California
Posted On: 01/30/2025

A company is looking for a Premier Service Associate to support clients with their investment needs in a remote call center environment.



Key Responsibilities

Service new and existing client needs via inbound calls
Engage customers in investment recommendation conversations
Demonstrate knowledge of brokerage transactions and regulatory requirements


Required Qualifications

Bachelor's Degree required
2+ years of financial customer service experience
Strong understanding of operational and investment needs of customers
Knowledge of current financial markets and retirement account operations
FINRA Series 6 and Series 63 required at start More...

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